401 (k) Rollover Strategies, Retirement Income Planning & Life Insurance Planning

Investments

Fee-based Managed Accounts, Brokerage Accounts, Stocks, Bonds, ETFs, Real Estate Investment Trusts, Alternative Investments, Mutual Funds & CDs

Retirement Plans for Individuals & Businesses

401(k) rollover, 403(b), IRA, ROTH IRA, SEP IRA, SIMPLE IRA, and Defined Benefit Plans

Insurance

Life Insurance, Disability, Major Medical and Medicare Supplement Insurance

Estate Planning & Business Succession Planning

We do our best to assist our clients navigate the many pitfalls involved in estate and succession planning. We also coordinate with our clients’ tax and legal advisors to create comprehensive and cohesive solutions.

Annuities

Fixed, Equity Indexed and Variable

College Funding

529 Plans and Education Savings Accounts